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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,504 | $150,447+6.0% | $136,298+17.0% | $147,586+8.1% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 16.79% | 1049.15%-1032.4pp | 5156.27%-5139.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,480 | $5,256-52.8% | $4,696-47.2% | $4,876-49.1% |
| Participant deferral / active EE | $6,136 | $6,631-7.5% | $6,247-1.8% | $5,439+12.8% |
| Admin fee / account holder | $20,837 | $10,906+91.1% | $9,244+125.4% | $10,886+91.4% |